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Do this when taking on a report from another manager, so you gather all relevant context up front and are on the same page from the start.

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Handover Meeting Prep (30mins)

• [ ] Review role expectations
• [ ] Identify how they contribute to company objectives
• [ ] Read last performance review
• [ ] Identify questions for handover meeting
• [ ] Schedule handover meeting with previous manager
• [ ] Share agenda ahead of time

Handover Meeting with Previous Manager (1hour)

• [ ] Run through questions you prepared
• [ ] Share your understanding of expectations, ask if it's correct
• [ ] Ask about current work, understand expected outcomes and deadlines
• [ ] Ask about strengths, improvement areas, and development goals
• [ ] Ask how they work best
• [ ] Ask if they have any other advice for managing them

First 1:1 Prep (15mins)

• [ ] Fill in a Working With Me Template
• [ ] Share your version with your report